Morning Briefing: The US Department of Defense Makes a Statement on Rare Earths with MP Materials

Morning Briefing: The US Department of Defens...

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March Madness of Macro: Quinn Thompson on Energy and Equity Fragility

Most investors are caught off guard by the dizzying shifts in the macro landscape — especially as energy prices, geopolitics, and supply chain disruptions collide in unexpected ways. Quinn Thompson, CIO at Lekker Capital, pulls back the curtain on how a 40-year geopolitical saga ...  Afficher plus

Drill Update from Andina's Cobrasco and Piuquenes Projects

This interview with Joe Van Den Elsen, CEO of Andina Copper, discusses their recent exploration activities across Latin America, focusing on recent drill results on Piuguenes in Argentina and Cobrasco in Colombia. The company is coming off a recent $27M financing. Joe discusses t ...  Afficher plus

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Gold Miners That Actually Compound (Greg Orrell)
Money of Mine

We’re excited to share a candid conversation with Greg Orrell — veteran fund manager and head of the OCM Gold Fund. With more than 30 years as a fund manager, Greg has seen plenty of booms, busts, and boardroom mistakes in the gold sector. In this episode, he unpacks why miners a ...  Afficher plus

Oracle’s AI Boom, Lululemon’s Disastrous Quarter, and a Canadian Mining Megamerger
The Canadian Investor

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and th ...  Afficher plus

232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing
The Bid

Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the ...

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Gold vs. Bitcoin: Which is the real safe bet?
Stocks in Translation

Gold (GC=F) fever is back, and it’s changing the rules of the 2025 market rally. In this episode of Stocks in Translation, On Course Consulting CEO Michaella Gallina joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest on Wall Street, specifically the gol ...  Afficher plus